Top 8 financial advisor firms in Beachwood

8 SEC-registered financial advisor firms are headquartered in Beachwood, OH, with $19.3B in combined regulatory assets under management. The largest by assets are Mgo One Seven ($7.72B), Stratos Wealth Advisors ($5.57B) and CM Wealth Advisors ($3.6B).

8
Financial advisor firms: $19.3B
Their combined AUM: $878M
Median firm AUM: 22,917
Clients of the top 8

The 8 largest by assets

1
Mgo One Seven
RIA
$7.72B
0.05% to 2.00% a year
2
Stratos Wealth Advisors
RIA
$5.57B
Up to 2.00% a year
3
CM Wealth Advisors
RIA
$3.6B
Regulatory AUM
4
Van Cleef Asset Management
RIA
$1.21B
0.60% to 1.00% a year
5
Adaptive Financial Consulting
RIA
$547M
0.50% to 1.00% a year
6
North Star Advisory Group
RIA
$289M
1.00% to 1.00% a year
7
Shaker Investments
RIA
$259M
0.50% to 1.00% a year
8
Premier Investment Advisors
RIA
$113M
0.80% to 1.00% a year

Profiles of the top 8

No. 1 · RIA

Mgo One Seven

Mgo One Seven is an investment adviser based in Beachwood, OH, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $7.72 billion, as filed on 22 April 2026.

Mgo One Seven charges 0.05%–2.00% a year for its Investment Management Services.

Regulatory AUM: $7.72B
Clients: 16,335
Advisory staff: 95
Fee schedule: 0.05% to 2.00% a year
Custodians: Charles Schwab, Raymond James, Axos Clearing, Fidelity, Folio Investments
Headquarters: 24400 Chagrin BLVD., Suite 310, Beachwood, OH 44122
Phone: 216-865-1700
Website: weareoneseven.com

No. 2 · RIA

Stratos Wealth Advisors

Stratos Wealth Advisors is an investment adviser based in Beachwood, OH, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $5.57 billion, as filed on 1 October 2026.

Stratos Wealth Advisors charges up to 2.00% a year for its Advisor-Managed Non-Wrap Accounts.

Regulatory AUM: $5.57B
Clients: 5,023
Advisory staff: 67
Fee schedule: Up to 2.00% a year
Minimum account: $10,000
Custodians: Fidelity, Charles Schwab
Headquarters: 3750 Park East Drive, Suite 200, Beachwood, OH 44122
Phone: 440-519-2500
Website: stratoswealthadvisors.com

No. 3 · RIA

CM Wealth Advisors

CM Wealth Advisors is an investment adviser based in Beachwood, OH, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and charitable organizations. Its regulatory assets under management total $3.6 billion, as filed on 24 March 2026.

Regulatory AUM: $3.6B
Clients: 244
Advisory staff: 11
Custodians: BNY Mellon, Key Bank NA
Headquarters: 2000 Auburn Drive, Suite 400, Beachwood, OH 44122-4327
Phone: 216-831-9667
Website: cmwealthadvisors.com

No. 4 · RIA

Van Cleef Asset Management

Van Cleef Asset Management is an investment adviser based in Beachwood, OH, registered with the SEC since 1988. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.21 billion, as filed on 18 March 2026.

Van Cleef Asset Management charges 0.60%–1.00% a year for its Investment advisory fees.

Regulatory AUM: $1.21B
Clients: 226
Advisory staff: 3
Fee schedule: 0.60% to 1.00% a year
Custodians: Charles Schwab, PNC Wealth Management
Headquarters: 3201 Enterprise Pkwy, Suite 140, Beachwood, OH 44122
Phone: 216-464-0253
Website: vancleefinc.com

No. 5 · RIA

Adaptive Financial Consulting

Adaptive Financial Consulting is an investment adviser based in Beachwood, OH, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $547 million, as filed on 5 March 2026.

Adaptive Financial Consulting charges 0.50%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM: $547M
Clients: 261
Advisory staff: 6
Fee schedule: 0.50% to 1.00% a year
Custodians: Fidelity, Fidelity, Ascensus Broker Dealer Services
Headquarters: 3401 Enterprise Parkway, Suite 340, Beachwood, OH 44122
Phone: 440-359-3468
Website: adaptivefc.com

No. 6 · RIA

North Star Advisory Group

North Star Advisory Group is an investment adviser based in Beachwood, OH, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $289 million, as filed on 19 March 2026.

North Star Advisory Group charges 1.00% a year for its Portfolio Management Services.

Regulatory AUM: $289M
Clients: 484
Advisory staff: 5
Fee schedule: 1.00% to 1.00% a year
Custodians: Matrix Trust, Charles Schwab
Headquarters: 2000 Auburn Drive, Suite 415, Beachwood, OH 44122
Phone: 216-202-0202
Website: nsag.com

No. 7 · RIA

Shaker Investments

Shaker Investments is an investment adviser based in Beachwood, OH, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles and individual clients. Its regulatory assets under management total $259 million, as filed on 30 March 2026.

Shaker Investments charges 0.50%–1.00% a year for its Separately Managed Accounts.

Regulatory AUM: $259M
Clients: 130
Advisory staff: 6
Fee schedule: 0.50% to 1.00% a year
Minimum account: $50,000
Custodians: Charles Schwab
Headquarters: 3201 Enterprise Parkway, Suite 310, Beachwood, OH 44122-7337
Phone: 216-292-2950
Website: shakerinvest.com

No. 8 · RIA

Premier Investment Advisors

Premier Investment Advisors is an investment adviser based in Beachwood, OH, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $113 million, as filed on 21 September 2026.

Premier Investment Advisors charges 0.80%–1.00% a year for its Asset Management.

Regulatory AUM: $113M
Clients: 214
Advisory staff: 2
Fee schedule: 0.80% to 1.00% a year
Minimum account: $50,000
Headquarters: 2000 Auburn Drive, Suite 200, Beachwood, OH 44122
Phone: 440-498-1396

Questions about financial advisors in Beachwood

How many financial advisor firms are headquartered in Beachwood?

8 SEC-registered financial advisor firms report their principal office in Beachwood, OH, managing $19.3B in regulatory assets between them. The other 5 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Beachwood?

Mgo One Seven, with $7.72B in regulatory assets under management on its latest Form ADV. The next largest are Stratos Wealth Advisors ($5.57B) and CM Wealth Advisors ($3.6B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Beachwood?

The median firm manages $878M in regulatory assets. That is the midpoint of the 8 firms headquartered in Beachwood.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Beachwood charge?

Of the 8 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Beachwood?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Beachwood has 8 financial advisor firms; see every adviser in the city →

The 8 largest by assets

Profiles of the top 8

Questions about financial advisors in Beachwood

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